Your single trusted source for tax, accounting, and wealth management
Timely advice delivered through modern, tech-savvy services to give you financial peace of mind.
Timely, advice delivered through modern, tech-savvy services to give you financial peace of mind.
Tax
Minimize your income tax for businesses and individuals.
Accounting
Save time and energy and focus on what you love and makes you money.
Wealth Management
Build your future with
experienced advice and a
customized portfolio.
It’s frustrating AND confusing when you have to:
Managing your money shouldn’t be that hard. You deserve to always enjoy a clear, straightforward picture of your personal and business finances — and a strategy to grow and manage both.
Tannery Company brings all your finances into focus.
A total approach to your
financial well-being.
When you’re forced to rely on separate advisors and firms for different aspects of your finances, it leaves you vulnerable to blind spots. You could be missing opportunities to earn more from your money, and to keep more of what you earn. We know how frustrating that is. Worse, we know how confusing it is when your financial picture is so scattered.
The pros at Tannery Company offer you a different way to see things. Michael Tannery, CPA, AIF®, CDFA®, our principal advisor, brings decades of financial experience and acumen to every one of our clients. Together with the rest of our team, he makes it easy to keep your personal and business finances in focus by keeping it all connected.
You’ll never be without sound, timely advice for your most pressing financial questions. Tannery Company is a modern, tech-savvy firm. You’ll always have secure access to your financial information, anywhere, anytime.
What is more, you’ll always have an authentic relationship you can count on for care, vision, and growth.
The Path to Your Plan
The team at Tannery Company make it simple to get started, so you can bring your finances into focus quickly.
Client Stories
The Tannery Company team has one goal in mind:
making it easier for you to understand, manage, and grow your net worth.
Michael
Tannery
Founder, CEO
CPA, CDFA®, AIF®
Brad
Livingstone
Senior Vice
President
Tina
Tannery
Chief Operating
Officer
Jennifer
Livingstone
Director of
Client Services
Ashley
Graban
Director of
Client Services
Jill
Platt
Director of
Accounting Services
FROM THE BLOG
Digitized Financial Planning
January 2023 The Basic Skills
The financial Independence you’ve
been searching for.
With accounting, tax, and wealth management advice from Tannery Company, you’ll have the strategy and confidence you need to conquer whatever the future holds.
Schedule a Meeting
Fill out the form to request a meeting with the experts at Tannery Company.